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Arbor Wealth Management’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Arbor Wealth Management’s Portfolio FXH Stock Details FXH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-262
Closed -$20K – 100
2019
Q2 		$20K Buy
+262
New +$19.5K 0.01% 109

Other funds holding FXH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Arbor Wealth Management's FXH Position: Q3 2019 in Review

Arbor Wealth Management sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q3 2019, closing a stake of 262 shares — an estimated $20K sold.

Arbor Wealth Management first reported a position in FXH in Q2 2019 and held it in 1 quarter. The position peaked at $20K in Q2 2019. 171 funds tracked by Wall St. Rank hold FXH as of Q3 2019.

  • Arbor Wealth Management reported no remaining First Trust Health Care AlphaDEX Fund position as of Q3 2019 after selling out during the quarter.
  • Arbor Wealth Management sold 262 First Trust Health Care AlphaDEX Fund shares in Q3 2019, an estimated $20K.
  • Arbor Wealth Management first reported a position in First Trust Health Care AlphaDEX Fund in Q2 2019 and held it in 1 quarter.
  • Arbor Wealth Management's First Trust Health Care AlphaDEX Fund position peaked at $20K in Q2 2019.
  • 171 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q3 2019.

Based on Arbor Wealth Management's 13F filing for Q3 2019, filed 6 Nov 2019.